Jacob William Advisory

09/01/2026

Stocks wrapped up a strong August, building momentum heading into a month that has historically been challenging for markets. While September’s reputation may cause some concern, positive market trends and a solid year so far offer reasons for optimism.
In this week’s 90-Second Market Update, Wealth Advisor David Hodnett shares key insights on the latest market trends and what they could mean moving forward.
▶️ Watch the update below.
Read the full market commentary here: https://www.jacobwilliam.com/insights/blog/market-commentary-a-strong-august-sets-stocks-up-for-a-better-september-than-feared/

08/25/2026

Debt took center stage this week as rising interest rates, growing government debt, and major investment in AI captured investors’ attention. While markets experienced some volatility, strong household and corporate balance sheets continue to provide support, reminding investors to stay focused on the bigger picture.
In this week’s 90-Second Market Update, Wealth Advisor Dan Morrison shares key insights on the latest market trends and what they could mean moving forward.
▶️ Watch the update below.
Read the full market commentary here: https://www.jacobwilliam.com/insights/blog/market-commentary-debt-takes-center-stage-from-washington-to-the-ai-buildout/

08/20/2026

David Hodnett, Financial Advisor at Jacob William Advisory, will be joining the expert panel for "The Next Chapter: A Women's Guide to Retirement & Life Planning" hosted by CWC Human Resources in partnership with BrightView Senior Living.

This complimentary event is designed for women ready to plan their next chapter with confidence, covering retirement planning, estate & trusts, healthcare and long-term care, senior living options, and more, plus a live Q&A with the panel.

Spots are limited, reserve yours today: https://ow.ly/ORkB50ZBTCH

08/18/2026

Investor uncertainty remains high even as stocks continue to reach new all-time highs, with cautious sentiment and recent retail selling reflecting ongoing concerns on Wall Street. Meanwhile, consumer spending may be slowing, but strong household balance sheets, manageable debt levels, and resilient income suggest the economy remains on solid footing.
In this week’s 90-Second Market Update, Wealth Advisor Matt Rodgville shares key insights on the latest market trends and what they could mean moving forward.
▶️ Watch the update below.
Read the full market commentary here: https://www.jacobwilliam.com/insights/blog/market-commentary-uncertainty-on-wall-street-resilience-on-main-street/

08/11/2026

Markets returned to record highs as strong corporate earnings and broader market participation helped keep the bull market moving forward. While a weaker July jobs report raised some concerns about the economy, low unemployment and historically low layoffs suggest the overall picture remains resilient.
In this week’s 90-Second Market Update, Wealth Advisor Matt Rodgville shares key insights on the latest market trends and what they could mean moving forward.
▶️ Watch the update below.
Read the full market commentary here: https://www.jacobwilliam.com/insights/blog/market-commentary-back-to-your-regularly-scheduled-bull-market-even-as-payrolls-wobble/

08/10/2026

We are thrilled to support Chloe Ober, in her involvement at Camp Rice, an annual summer camp hosted by ASIA Families. The "Friends of Korea" theme this year truly captured the essence of community and cultural celebration.

Seeing our employees use their Carson Group VTO benefits for such meaningful causes is inspiring. ASIA Families' mission to foster an extended family community through mutual support, education, and Korean culture is something we proudly endorse.

08/06/2026

Our 6 question Retirement Readiness Quiz can help you identify where you're on track and where there may be opportunities to strengthen your plan.

Take the quiz today and see how prepared you are for retirement: https://www.jacobwilliam.com/retirement-planning-quiz/

08/04/2026

Markets had another eventful week as strong corporate earnings, Federal Reserve updates, and shifting investor sentiment pushed stocks both higher and lower. Despite the day-to-day volatility, markets ended the week mostly in positive territory, reminding investors that short-term swings are a normal part of long-term investing and why staying focused on your financial plan matters most.
In this week’s 90-Second Market Update, Wealth Advisor, David Hodnett shares key insights on the latest market trends and what they could mean moving forward.
▶️ Watch the update below.
Read the full market commentary here: https://www.jacobwilliam.com/insights/blog/market-commentary-earnings-fed-up-and-down-week-for-markets-mostly-up/

08/03/2026

We’re growing! 🚨

If you love building relationships, solving problems, and creating exceptional experiences for clients, this is an incredible opportunity to join our team as a Relationship and Operations Associate.

Interested or know someone who would be a great fit? Check out the opportunity here: https://carsongroup.rec.pro.ukg.net/CAR1510CAGH/JobBoard/136a50be-13c8-4d27-b81c-fb34081fe93f/OpportunityDetail?opportunityId=478a4e48-b583-4bbd-8ffd-b7fb3b8f6a82

07/30/2026

What separates a good business from a truly valuable one?

In this article, we explore the 3 traits every valuable business has, and why they matter.

Read the full article to see how your business measures up.

Building a business that’s truly valuable takes more than hard work and good timing. It’s about creating something that can thrive, adapt, and grow—with